Edward Magda is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm provides tailored financial planning services supported by proprietary planning tools and investment models, managing approximately $2.74 trillion in client assets.

Christopher Erbeck is a financial advisor with Ameriprise in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. In addition to his advisory work, he is employed as a financial advisor at Centennial Bank. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kirk List is a financial advisor with Stifel in Sarasota, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Leslie Maskewitz is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 15 years of industry experience. Prior to joining LPL Enterprise in 2024, Leslie worked at Prudential Insurance Co. of America and Pruco Securities, LLC. She is also involved with MDM Wealth Advisors in a finance and insurance capacity. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is largely model-driven, utilizing portfolios developed by internal research and third-party strategists, and offering access to various financial planning and asset management services.

Jennifer Carlson is a financial advisor at Fidelity with 32 years of industry experience. She holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and has a regulatory role uncommon among large institutional peers.

John Johnson is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley since 2022. His prior experience includes roles at Cambridge Investment Research, TD Waterhouse Investor Services, and Ameritrade. Outside of his advisory work, he is involved in a labor and service business focused on outside cleaning in Holmes Beach, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analysis as part of its process.

Melanie Barber is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she owns and operates a retail/online store on Amazon. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Michael Bowers is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011. Outside of his advisory work, he serves on the Finance Committee of the Artist Series Concert of Sarasota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Cindy Hall is a Senior Financial Advisor with the Polis Jerome Group at Merrill Lynch Wealth Management. She has been with the company since 2002 and holds a Bachelor of Science degree in Communications from Southern Illinois University. Cindy focuses on a Goals Based Wealth Management approach, working with clients to understand their individual needs and helping them pursue their financial goals. Her expertise includes personal retirement planning, women and wealth, and retirement income. Throughout her career, Cindy has built long-standing relationships with clients through an extensive understanding of the services offered by Merrill Lynch. She and her team collaborate to recommend financial strategies aligned with each client's unique situation and objectives. Cindy holds the Personal Investment Advisor (PIA) professional designation. Cindy resides in Parrish with her husband, Tim, and their two daughters, Kelsea and Madison. She is involved with the community through Kids Bank Rowlett Elementary. Her personal interests include biking, gardening, music, swimming, watching movies, and spending time with family and friends.

Thomas Mcdonald is a CFP® with 38 years of industry experience, currently serving at Wells Fargo Advisors in Sarasota, FL since 2012. He has ownership in McDonald GP, LLC and is involved in insurance consulting through Capstan Insurance Consulting LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services including retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and tools to deliver tailored recommendations.

Gary Brochin is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach involves proprietary methodologies developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Adam Scrimenti is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and has a background that includes roles at several golf and country clubs as well as involvement with the PGA of America since 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers customized financial planning and investment consulting with a range of portfolio management styles.

Peter Lappin is a financial advisor at UBS Financial Services with 31 years of industry experience. He previously worked at Bank of America and Merrill from 2016 to 2024. He holds Series 63 and Series 65 licenses and is located in Sarasota, FL. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets solutions.

Jonathan Mefford is a financial advisor with Charles Schwab in Sarasota, FL, holding a Series 66 designation and 20 years of industry experience. He has worked at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2015 and previously was with TD Ameritrade and Fidelity. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering investment guidance through multi-asset model portfolios and a formal alternative-investment onboarding process.

Timothy Hornung is a financial advisor at Ameriprise in Sarasota, FL, holding the CFP® and ChFC® designations with 35 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1990. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary retirement-income recommendations through a centralized consulting team.

Mary Romeo is a financial advisor with LPL Enterprise in Palmetto, FL, holding Series 63 and Series 65 licenses and 21 years of industry experience. Her prior work includes roles at Prudential Insurance Company of America, Pruco Securities, and Massachusetts Mutual Life Insurance Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes a model-driven investment approach with access to third-party asset managers and offers a range of financial planning and consulting services.

Alan S Reisfield is a financial advisor with UBS Financial Services in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he manages a trust established under his father’s will. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Coty Schade is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management options using both in-house and third-party managers, incorporating features such as tax management and responsible-investing screens.

Agnes Williams is a financial advisor at UBS Financial Services with four years of industry experience. She previously worked at Morgan Stanley for five years and Bank of America/Merrill Lynch for three years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations.

Stacey Smaretsky is a financial advisor with Edward Jones in Sarasota, FL, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2014 and is also involved with Fairy Tale Journeys. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities including trust services and proprietary mutual funds.